Private Equity Analyst

Location
Berwyn, Pennsylvania (US)
Salary
$130,000 - $160,000 (plus bonus)
Posted
27 Aug 2022
Closes
26 Sep 2022
Certifications
CFA Charterholder
Employment Type
Full Time
Education
Masters

We are looking for an experienced investment analyst to support Zeke Capital Advisors’ private equity diligence efforts. The analyst will be assigned to lead the research effort on promising investment opportunities. They will be asked to value and build a fundamental view of the business, while effectively communicating recommendations to the Investment Committee. The candidate must have excellent financial modeling skills in Microsoft Excel and have experience conducting independent fundamental research on private or public companies.

Specific Responsibilities Include:

  • Conduct fundamental analysis of investment ideas
  • Understand and apply key valuation principles
  • Model investment opportunities (both public and private)
  • Effectively present investment recommendations
  • Monitor the progress of existing investments (both public and private)
  • Assist in the production and distribution of marketing and client service material (must be a good writer)
  • Must be able to manage multiple tasks in a fast-paced environment

   

Job Requirements:

  • Bachelor’s Degree
  • CFA and/or MBA required
  • Minimum of 5 years experience as an investment analyst
  • Highly fluent in Excel modeling and PowerPoint

 

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